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FMUFX vs HBLSX
FMUFX vs HBLSX Comparison
Open Charts FMUFX vs HBLSX
Federated Hermes Muni and Stock Adv F
Price$14.97
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R4
Price$14.86
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.81B
FMUFX vs HBLSX Comparison Chart in %
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FMUFX vs. HBLSX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FMUFX is a Buy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FMUFX (1.34B). HBLSX pays higher dividends than FMUFX: HBLSX (3.24) vs FMUFX (2.08). FMUFX was incepted earlier than HBLSX: FMUFX (18 years) vs HBLSX (15 years). FMUFX (1.08) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLSX has a lower initial minimum investment than FMUFX: HBLSX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 6.99 vs. HBLSX (4.98). FMUFX return over 5 years is better than : 26.23 vs. HBLSX (12.67).
| FMUFX | HBLSX | FMUFX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 2.674 | 5.810 | 46% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 11.8B | 11% |
| Annual Yield % from dividends | 2.08 | 3.24 | 64% |
| Returns for 1 year | 6.99 | 4.98 | 140% |
| Returns for 3 years | 19.26 | 11.72 | 164% |
| Returns for 5 years | 26.23 | 12.67 | 207% |
| Returns for 10 years | 45.74 | 39.28 | 116% |
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